In April 2016 the government introduced the new Innovative Finance ISA.

This was a huge step forwards to helping British businesses raise the funds they need to grow and create employment. Now you can enjoy good fixed interest returns on your tax-free ISA savings. It is important to maximise your tax-free savings and use your annual ISA allowances.

Tax Free investments in secured lending opportunities

Using an IFISA, you have the opportunity to invest up to £20,000 in bonds, or other debt instruments on the Berkeley Rutherford platform, in any given year, and if you want to invest more than £20,000 you can transfer existing ISA's from your current ISA provider to Berkeley Rutherford.

Transfer in an existing ISA or use your annual allowance of £20,000 to earn tax free returns

From ISA to IFISA

Transfer your existing ISA to us and Berkeley Rutherford can show you how to benefit from opportunities.

Moving your existing ISA is simple. Let us show you how to transfer and use your annual ISA allowance of £20,000, to earn tax free returns.

How can I invest within IFISA on Berkeley Rutherford?

Choose an investment opportunity that is IFISA eligible and simply select invest within IFISA during the investment process.

How much can you invest within IFISA?

Using an IFISA you have the opportunity to invest up to £20,000 in bonds or other debt instruments on the Berkeley Rutherford platform, in any given year. If you want to invest more than £20,000 you can transfer existing ISA's from your current ISA provider to Berkeley Rutherford.

Transferring an ISA to us can be done in 3 steps

1

ISA Agreement

  • Read and agree to the IFISA terms and conditions
  • Enter your NI number
  • Select your existing ISA provider
2

Current ISA provider details

  • Complete information about the ISA you wish to transfer
  • ISA account number and sort code
  • How much do you want to transfer?
  • Submit your transfer request
3

Print, Sign and Post

  • Print your ISA Transfer Request Form
  • If you don’t have a printer please get in touch with us
  • Check all details are correct
  • Sign and date the form
  • Post it to us